Andrews Lucia Wealth Management LLC Has $13.30 Million Stake in Dimensional U.S. Targeted Value ETF $DFAT

Andrews Lucia Wealth Management LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 223,301 shares of the company’s stock after selling 20,315 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 7.9% of Andrews Lucia Wealth Management LLC’s holdings, making the stock its 2nd largest position. Andrews Lucia Wealth Management LLC owned 0.11% of Dimensional U.S. Targeted Value ETF worth $13,295,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Valmark Advisers Inc. boosted its position in Dimensional U.S. Targeted Value ETF by 3.5% during the 3rd quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock worth $334,000 after acquiring an additional 192 shares during the period. Brookwood Investment Group LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the third quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock valued at $295,000 after buying an additional 200 shares during the period. Accurate Wealth Management LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.0% in the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after buying an additional 202 shares during the period. Private Trust Co. NA lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.9% in the third quarter. Private Trust Co. NA now owns 7,548 shares of the company’s stock valued at $439,000 after buying an additional 215 shares during the period. Finally, CIBC Private Wealth Group LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after buying an additional 243 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 0.5%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $64.76 on Thursday. The firm has a market cap of $13.16 billion, a price-to-earnings ratio of 12.39 and a beta of 1.01. The business has a fifty day simple moving average of $63.92 and a 200-day simple moving average of $61.10. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $46.01 and a fifty-two week high of $67.46.

Dimensional U.S. Targeted Value ETF Company Profile

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.